ZigCRMSimple, fast CRM for contacts, deals, tasks, and teams — on Web & Mobile.
ZigCRM is a smart, simple CRM for managing contacts, deals, tasks, and teams in one place across web and mobile. Its secure, multi-tenant platform keeps each organization’s data isolated while delivering seamless performance. Built for agencies, resellers, and enterprises, it offers centralized super admin controls to manage multiple organizations effortlessly.
3
Platforms
6
Pipeline stages
100
Mobile parity
Everything You Need, Out of the Box
No feature gating. Every tier gets the full platform.
Contact Management
Full contact profiles with lifecycle status tracking, bulk import, and related records in one view.
Deal Pipeline
A clear 6-stage pipeline with full stage history and admin-only rollback with reason tracking.
Task Management
Priorities, due dates, status tracking, attachments, and assignment notifications so follow-ups never slip.
Notes & Communication Logs
Rich-formatted notes categorized by interaction type, with file attachments for complete context.
Activity Timeline
Automatic and manual activity logging with a searchable, filterable timeline of every touchpoint.
Dashboard & Reports
Key metrics, revenue trend chart, deal-stage distribution, and time filters to act faster.
Team & User Management
Unlimited members, roles, activation/suspension, and per-user activity analytics.
Role & Permission Management
Custom roles with module-level permissions so each user sees only what they’re allowed to.
Push Notifications
Real-time notifications with deep linking so your team stays on top of tasks, deals, and updates.
Call Log Sync (Mobile)
Automatically sync device call logs into the CRM with call type and duration.
Address & GST Lookup (Mobile)
Address autocomplete and GST number lookup to speed up mobile data entry.
File & Media Management
Secure cloud storage with presigned download URLs to keep files protected.
Data Export
Export Contacts, Deals, and Tasks to CSV whenever you need a backup or report.
How We Get You Live
A proven implementation process with your dedicated engineer.
1
Instant Setup
Sign in, invite your team, assign roles and permissions, and go live instantly — no IT team or consultant required.
2
Add Contacts
Add your first contact in seconds or import an existing list via CSV in one click.
3
Log Activities
Log calls, WhatsApp, emails, meetings and more in one tap — instantly timestamped and shared with the team.
4
Track Deals
Turn any contact into a deal and move it through your pipeline as it progresses.
5
Assign Tasks
Create tasks linked to contacts/deals, set due dates, assign owners, and surface overdue follow-ups automatically.
6
Clear Analytics
See team activity and performance at a glance with clear dashboards — no analyst required.
Technology Stack
Modern, battle-tested technologies used in production.
Ready to launch ZigCRM?
Book a free demo and see it running in under 30 minutes.